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529 Plan Fridays

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution.

With today’s circumstances, you may have questions about college and education planning. Please do not hesitate to reach out to your advisor with any questions or email to be connected with the right person to assist you with your needs. To see all of the 529 Plan Friday posts, click here.

Posted In: Resources